We provide our cashflow, investment, and tax planning services as a component of our comprehensive financial planning offering. We do not provide these services as standalone offerings.

Cashflow planning is the process of monitoring your income and expenses to ensure that you have enough money to cover your financial obligations and achieve your objectives. The process may include an income assessment, expense tracking, and budgeting and will allow you to understand your financial situation better and help you make informed decisions about your money.

Investment planning is the process of identifying your financial goals and aligning your goals with your financial resources, time horizon, and appetite for risk to find the best investment products that suit you. Whether you’re planning for retirement, funding education, or saving for a big purchase, investment planning is the means to help you achieve these milestones. By allocating funds to diverse investment vehicles, you can help grow your wealth significantly over time. This growth usually outpaces traditional savings accounts and helps combat the effects of inflation. Alitis Wealth Planning is a related company to Alitis Investment Counsel. More extensive portfolio management services can be obtained through Alitis Investment Counsel or a portfolio manager (investment advisor) of your choice.

Tax planning helps to minimize the amount of tax you pay, thereby maximizing your wealth. By utilizing various tax-saving strategies and incentives provided by the government, you can retain more of your hard-earned money to have available for investment and savings. Our team stays updated on the ever-changing tax laws and regulations to take advantage of all available opportunities and provide you with the best advice possible.

Our Approach

Our team follows a disciplined approach, laid out in more detail here. We feel that an integrated approach considers how each aspect affects the others, creating a cohesive plan tailored to your specific financial situation and goals. This comprehensive strategy aims to optimize financial resources while mitigating risks and maximizing returns.

At the end of the process, you will walk away with a written document of recommendations tailored to you. Our aim is to provide you with peace of mind, allowing you to enjoy the present more fully knowing that you are better prepared for the future.

Time Commitment

Alitis will be your partner and guide you through the process, however your engagement is the key factor in your plans’ success.

As each financial plan is completely customized, the amount of time it takes from the initial meeting to the recommendations stage will vary depending on a few factors:

  • The speed at which you can provide your personal financial information
  • The availability for meetings for both parties
  • The complexity of your situation

Generally, there will be 2 to 4 meetings from introduction to final recommendations. Meetings are generally 1 to 1.5 hours each in duration. You will need to provide detailed records and statements of your personal & financial information.